Michael Reynolds

CSRIC

®,

AIF

®,

CFT-I™

Financial Advisor

Expertise

Socially conscious financial planning, wealth management, SRI/ESG investing

Education

Ball State University (Miller College of Business); FINRA FINRA Series 65

About

Michael Reynolds, CSRIC®, AIF®, CFT-I™, is a financial advisor, principal and founder of Elevation Financial, host of the weekly personal finance podcast Wealth Redefined®, and a member of the Financial Review Council at Policygenius. He is a Chartered SRI Counselor (CSRIC®), an Accredited Investment Fiduciary (AIF®), and a Certified Financial Therapist (CFT-I™). He is a member of the National Association of Personal Finance Advisors (NAPFA) and the XY Planning Network (XYPN), and holds a FINRA Series 65 license. He is also the co-founder of Zephyr, a specialized marketing firm for Registered Investment Advisors.

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Want to interview a Policygenius expert?

Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.

press@policygenius.com

Policygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.